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Claris Financial’s Southern Company SO Stock Holding History

Claris Financial’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$396K Sell
4,315
-245
-5% -$22.5K 0.3% 84
2025
Q1 		$375K Hold
4,560
– – 0.25% 94
2024
Q4 		$375K Buy
+4,560
New +$375K 0.25% 94